$242 Million is the total value of Werba Rubin Papier Wealth Management's 104 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-03-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 15.0% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 15.0% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 14.0% |
| APPLE INC | 4 | Q3 2023 | 6.5% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 5.8% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 5.4% |
| AMERICAN CENTY ETF TR | 4 | Q3 2023 | 3.4% |
| KLA CORP | 4 | Q3 2023 | 2.4% |
| SCHWAB STRATEGIC TR | 4 | Q3 2023 | 2.1% |
| DIMENSIONAL ETF TRUST | 4 | Q3 2023 | 1.9% |
View Werba Rubin Papier Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-03-28 |
View Werba Rubin Papier Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.